Director, Strategic Asset Management

Job Summary:  

The Sales Director is responsible for leading a team of quota carrying sales reps, BDRs/SDRs, and solution consultants to deliver on quarterly and annual sales targets. They have deep domain knowledge of Clearwater and its products as well as relevant industry domain expertise. They create and maintain senior level relationships with prospects, clients, and other influencers in the market.  The Sales Director takes an active role in sales pursuits, ensures the team is executing a world-class sales process, and works to develop and enable all team-members.   

Responsibilities: 

• Win new business to meet quota. 

• Develop successful sales strategy for assigned team and market. 

• Takes an active role in sales pursuits throughout the sales cycle as needed. 

• Participate directly in sourcing new opportunities and building pipe by leveraging their network of contacts and relationships. 

• Work with Marketing to develop sales & marketing campaigns tailored to their assigned territory / market. 

• Drive a world-class sales process for their assigned team.  

• Maintain senior / executive relationships with prospects and clients. 

• Help ensure successful conversion of bookings to revenue by maintaining client delight through implementation and beyond. 

• Demonstrated expertise in sales best practices, Clearwater knowledge, and market knowledge. 

• Has successfully helped their team achieve their annual sales quota for at least 2 years. 

Required skills:  

• Proven record of exceeding sales goals/quotas.

• Ability to gain access and interact with C-level executives.

• Superior interpersonal and presentation skills.

• General understanding of investments and/or GAAP and Statutory accounting  

• Strong computer skills, including proficiency in Microsoft Office.   

• Excellent attention to detail and strong documentation skills.   

• Outstanding verbal and written communication skills.   

• Strong organizational and interpersonal skills.  

• Exceptional problem-solving abilities. 

Education and Experience:  

• MBA, CPA, or other relevant advanced degree preferred but not required.  

• 9+ years of relevant experience meeting or exceeding a sales quota. 

• Experience running the full sales cycle (cold call to contract). 

• Experience working closely with the Board and Leadership team to shape company and regional strategy.